What if there are hidden risks to your income and wealth?

Creative Planning Strategies
2020-11-19T17:30:44-05:00
What if there are hidden risks to your income and wealth?
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Creative Planning Strategies

Our Clients

CPS clients are hugely successful high net worth and ultra high net worth families and individuals from diverse backgrounds, including:

  • Accountants
  • Attorneys
  • Business owners and entrepreneurs
  • Fortune 500™ c-level executives
  • Investment bankers and other financial professionals
  • Real estate investors

Our strategies can be effective for those with $5 million or more in liquid assets.  We frequently work with multiple generations to protect and preserve wealth well into the future.  CPS clients have a wide range of goals including:

  • Enjoying a worry-free retirement
  • Leaving an enduring legacy for their families
  • Minimizing taxes
  • Protecting wealth from creditors
  • Providing for their favorite charities
 

Our clients are savvy and value having us as part of their advisory team.

Listen to clients talking about our work and how it has impacted them.

 


Read what some of our clients and colleagues have to say.


Testimonials

“Over the years, I have done extensive work … with some of the most prestigious advisors in New York. My accountant, my trusts and estates attorney and my family office - have all worked together on my behalf for many years. I didn't think Scott could offer me anything of real value. That being said, I am extremely grateful for his persistence, which led me to evaluate his unique planning approach.”

Ken M. Mandelbaum
Retired CEO
Mandee and Annie Sez

Creative Planning Strategies
2020-10-26T19:57:50-04:00

Ken M. Mandelbaum
Retired CEO
Mandee and Annie Sez

“Over the years, I have done extensive work … with some of the most prestigious advisors in New York. My accountant, my trusts and estates attorney and my family office - have all worked together on my behalf for many years. I didn't think Scott could offer me anything of real value. That being said, I am extremely grateful for his persistence, which led me to evaluate his unique planning approach.”
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Creative Planning Strategies
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